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Happy Birthday To You: Legal Considerations When A Child Turns 18
Do you have a young adult child in your life? If so, read on--we've got some important information for you to consider. Did you know that your legal authority to act or obtain information on behalf of your children...
Planning Pointer: Avoiding Probate for 529 and Custodial Accounts
Do you hold any accounts as legal custodian for a minor, or alternatively, do you own a 529 account with a minor designated as the beneficiary? These are common strategies available for people who desire to provide for...
New Year, New Tax Rules: A Look at SECURE Act 2.0
Ever since January 2020, we’ve been working with our clients to update their estate plans to comply with the SECURE Act, which significantly impacted how retirement accounts are inherited after the account owner dies....
Thankful, Grateful…and Prepared
The season for gratitude, counting your blessings, and spreading holiday cheer officially kicks off with Thanksgiving Day. Across the country, families are coming together to celebrate--many of whom may not have all...
Do You Have Your Ducks In A Row?
October 17-23, 2022 is "National Estate Planning Awareness Week" so it seemed like the perfect time to remind everyone the importance of having your "ducks in a row" with regard to your estate plan. As estate planning...
Planning for High Tech and Digital Assets
Have you ever thought about what will happen to your various high-tech assets and digital accounts after you pass away? While you may not realize it, almost everyone has some digital assets to consider. Computers,...
Don’t Wait Until It’s Too Late to Plan For Long Term Care
Navigating long term care, and specifically, the Medicaid system, is a complex, ever-changing topic – and it’s one that people often prefer to ignore rather than try to understand! Don’t make this mistake. If your...
Minimizing Income Taxes With Charitable Remainder Trusts
If you follow changes in tax laws, you may have heard about the 2020 SECURE Act. For those who are unfamiliar, SECURE stands for “Setting Every Community Up for Retirement Enhancement.” In a nutshell, the SECURE Act...
Is Your Financial POA Really That Powerful?
Did you know that not all powers of attorney (POAs) are created equal? Just having a POA does not necessarily mean that your Agent is able to do what you need him to do. The document itself must expressly give the...